The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 87,885 | 5,253,132 | SH | SOLE | 5,253,132 | 0 | 0 | ||
| JOHNSON CTLS INC | COM | 478366107 | 204,660 | 4,948,266 | SH | SOLE | 4,948,266 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 221,436 | 5,068,349 | SH | SOLE | 5,068,349 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 74,064 | 4,944,208 | SH | SOLE | 4,944,208 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 198,250 | 8,042,585 | SH | SOLE | 8,042,585 | 0 | 0 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 174,238 | 7,140,918 | SH | SOLE | 7,140,918 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 71,545 | 6,866,086 | SH | SOLE | 6,866,086 | 0 | 0 | ||